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About the Role
Seeking a Senior Advisor for Corporate Tax & Tax Compliance specializing in Fund Investments for an asset management client of an international Swiss bank in Zurich.
Responsibilities
- Ensure AEOI and US tax compliance for private equity fund management, considering risk, operational, and tax issues.
- Analyze tax legislation and its impact on portfolio management and investors.
- Analyze distribution provisions in fund agreements and allocation for investors.
- Analyze international tax rules (PFICs, CFCs) and tax reporting (Forms 926, 8865, 8621, 5471).
- Analyze debt, equity, and tax-exempt client income (UBTI) for private equity funds.
- Analyze client investments regarding CRS and US tax implications.
- Provide investment-related advice on US tax systems to clients.
- Serve as a single point of contact for internal and external stakeholders on tax matters.
- Monitor tax authority newsletters and directives.
- Implement regulatory changes in tools, processes, and systems in collaboration with IT.
- Conduct training on US tax concepts for investment practice.
- Collaborate on global tax projects.
Requirements
- Master's degree in Law, Accounting, or Taxation.
- Qualified as a tax professional or on track to become one.
- Professional experience in asset management with corporate tax, international tax, AEOI, and US tax, ideally with private equity funds.
- Exposure to international tax matters and tax compliance.
- Ability to manage multiple projects simultaneously.
- Extensive experience calculating taxable income and resource allocations for private equity funds.
- Ability to coordinate tax-related projects.
- Experience preparing and reviewing tax returns and Schedule K-1.
- Time and project management skills.
- Ability to work in a dynamic environment and transfer knowledge to the team.
- Team player with team orientation.
- Eloquent communication skills.
- IT flair.
- Proficiency in MS Office and Excel.
Skills
- Corporate Tax
- International Tax
- AEOI
- US Tax
- Private Equity Funds
- Tax Compliance
- Tax Legislation Analysis
- Distribution Provisions Analysis
- PFIC Analysis
- CFC Analysis
- Tax Reporting
- Form 926
- Form 8865
- Form 8621
- Form 5471
- UBTI Analysis
- CRS Analysis
- US Tax Systems
- Project Management
- Tax Return Preparation
- Schedule K-1 Preparation
- Knowledge Transfer
- Communication
- MS Office
- Excel
Location
- Zurich
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Master's degree
About the Company
- coni + partner, established 1993, is a consultancy company specialized in custom-fit staffing.
- We ensure a perfect match of professional skills, references, and personal/social skills for successful candidates.
- Our client is the asset management of an international Swiss bank in Zurich.